Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Y-Intercept (Hong Kong) Ltd | $1.3M |
| 2 | Counterpoint Mutual Funds LLC | $1.2M |
| 3 | BENJAMIN EDWARDS INC | $517.0K |
| 4 | INTACT INVESTMENT MANAGEMENT INC. | $371.2K |
| 5 | Farther Finance Advisors, LLC | $92.8K |
| 6 | VSM Wealth Advisory, LLC | $31.1K |
| 7 | SBI Securities Co., Ltd. | $27.1K |
| 8 | SALEM INVESTMENT COUNSELORS INC | $11.7K |
| 9 | GAMMA Investing LLC | $7.0K |
| 10 | EverSource Wealth Advisors, LLC | $3.9K |
| 11 | CoreCap Advisors, LLC | $3.9K |
| 12 | FINANCIAL CONSULATE, INC | $389 |
| 13 | Crewe Advisors LLC | $195 |
| 14 | Quaker Wealth Management, LLC | $59 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$632.5K | |
| 3 | +$371.2K | |
| 4 | +$253.7K | |
| 5 | +$92.3K | |
| 6 | +$11.8K | |
| 7 | +$4.4K | |
| 8 | +$2.6K | |
| 9 | +$1.5K | |
| 10 | +$473 | |
| 11 | +$147 | |
| 12 | +$74 | |
| 13 | +$22 | |
| 14 | -$1 | |
| 15 | -$19 | |
| 16 | -$240 | |
| 17 | -$2.1K | |
| 18 | -$2.2K | |
| 19 | -$4.0K | |
| 20 | -$35.0K |